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Advisor Success Platform Leader

Posted 4 days agoViewed

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💎 Seniority level: Lead, 8+ years

🔍 Industry: Wealth management

🏢 Company: Farther👥 251-500💰 $72,000,000 Series C 2 months agoConsultingFinancial ServicesWealth ManagementFinanceFinTech

⏳ Experience: 8+ years

Requirements:
  • 8+ years of experience in wealth management practice management or advisor development.
  • Proven track record of designing and implementing successful practice management programs.
  • Deep understanding of wealth management operations and technology.
  • Experience leading organizational change and driving adoption of new processes.
  • Strong analytical skills with the ability to translate data into actionable insights.
  • Excellence in relationship building and stakeholder management.
  • Bachelor's degree required; relevant advanced degree or industry certifications preferred.
Responsibilities:
  • Design and implement comprehensive practice management programs that drive advisor growth and efficiency.
  • Create scalable frameworks for advisor operations, including workflow optimization and technology adoption.
  • Develop and lead training programs focused on practice development, client service excellence, and platform utilization.
  • Build and maintain performance metrics and KPIs to track advisor success and practice health.
  • Lead the creation of best practices documentation and resource libraries.
  • Partner with technology teams to identify and implement tools that enhance advisor efficiency.
  • Establish mentorship and coaching programs to accelerate advisor development.
  • Create systematic approaches to identify and resolve operational bottlenecks.
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